+143.3%
AAPL vs PODD
-51.4%
+194.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PODD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.1% | -1.7% | 0.0% |
| 7D | +4.1% | +4.1% | +0.1% | +3.4% |
| 30D | +4.0% | +13.9% | -9.9% | +1.4% |
| 3M | +16.8% | +4.1% | +12.7% | +15.7% |
| 6M | +19.4% | +2.4% | +17.0% | +17.2% |
| YTD | +31.5% | -46.4% | +77.9% | +47.2% |
| 1Y | +31.0% | -54.2% | +85.1% | +51.4% |
| 3Y | +95.3% | -6.9% | +102.1% | +87.0% |
| All | +143.3% | -51.4% | +194.8% | +159.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PODD.
Daily Out/Under-Performance
Portfolio return minus PODD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PODD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded PODD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling